1111 Douglas Avenue
Altamonte Springs, FL 32714
 

Complimentary Consultation 
Phone: Local 407-869-9800
Toll Free 800-393-9900
Fax: 407-869-9700

Plan@FinancialGroup.com

 

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Municipal Haste

Municipal bonds offer an opportunity to earn an income that may be free of federal income tax.

The Measure of a Life

One way to help mitigate the financial blow of the loss of a head of household is through life insurance.

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

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